Can I copy details from one contact card to another?

Yes, if a client contact has multiple contact cards, you can copy details across from the primary contact card to other cards.

Firstly, create a new contact card. Then click on View Card, 

Open the contact card which you would like the details to be copied to, and select “Populate with details from their primary contact card (starred)”.

All details, except for Role and Organization, will be copied across.



Was this article helpful?
With your feedback, we can improve the quality of our answers.